Join Hello World Recruitment as a Private Client Account Manager in North York, ON, focusing on high-net-worth clients. Deliver exceptional service and build lasting relationships in a hybrid work setting.

This role at a renowned brokerage offers a chance to manage client accounts effectively. You will support clients by responding to inquiries, conducting renewal reviews, and enhancing account management. This position also emphasizes identifying cross-selling opportunities and utilizing your expertise to elevate service standards.

Key Responsibilities:
• Respond to client inquiries via phone, email, and fax
• Conduct renewal reviews and provide recommendations
• Identify cross-selling and up-selling opportunities
• Process renewals,



endorsements, and claims efficiently
• Manage documentation using EPIC and company portals

Requirements:
• Minimum 5 years of VIP insurance experience
• R.I.B.O. license required
• Proficiency with EPIC brokerage system
• Strong knowledge of private client insurance market
• Proficient in MS Outlook, Excel, and Word

Bring your expertise in client relations, account management, and insurance knowledge to a respected brokerage in North York.
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📌 Private Client Account Manager North York (Ontario)
🏢 JobsMedia.io
📍 Ontario